Multi-Link Robotic Endoscope with Haptic FeedbMAACFIsU dMASSACHUSETI' -OF TECHNOLOG y by .I Jiahui Liang .[JUL 3 0 2014 Submitted to the Department of Mechanical Engineering in partial fulfillment of the requirements for the degree of LIBRARIES Bachelor of Science in Mechanical Engineering at the MASSACHUSETTS INSTITUTE OF TECHNOLOGY June 2014 @ Massachusetts Institute of Technology 2014. All rights reserved. Author redacted .Signature Department of Mechar al E ineering May 9, 2014 Signature redacted Certified by............................................ Ian W. Hunter Hatsopoulos Professor of Mechanical Engineering Thesis Supervisor Signature redacted A ccepted by ......................................................... Annette Hosoi Professor of Mechanical Engineering Undergraduate Officer 2 Multi-Link Robotic Endoscope with Haptic Feedback by Jiahui Liang Submitted to the Department of Mechanical Engineering on May 9, 2014, in partial fulfillment of the requirements for the degree of Bachelor of Science in Mechanical Engineering Abstract This thesis outlines the design of a multi-link continuum robotic endoscope and the design of a single-axis haptic controller for navigation. The multi-link design presented in this thesis is modular such that the length of the endoscope can be easily modified for different applications. The final prototype contains 7 endoscope units, has a mass of 157 g, is 0.91 m long and 15 mm in diameter. Each endoscope unit contributes 2 degrees of freedom to the robot; altogether, the current design has 14 degrees of freedom and is capable of navigating through convoluted paths while minimizing physical contact with the surrounding walls. The single-axis haptic controller designed to drive the robot consists of a user input interface and a motor feedback system. The haptic controller has good command following ability and it is able to provide force feedback of up to 4.6 N with a 5 V input to the user during operation. Thesis Supervisor: Ian W. Hunter Title: Hatsopoulos Professor of Mechanical Engineering 3 4 Acknowledgments This past four years at MIT has been the best time of my life. Here, I have grown from a naive teenager to a responsible engineer and I have met many friends whom I will never forget. It has taken me a long time to get to where I am today and I have learned a lot from this process. I am very thankful to the people who have helped me throughout my MIT experience and I would like to express my gratitude towards them. First, I would like to thank Professor Ian W. Hunter for providing me the opportunity to join the MIT BioInstrumentation Lab and the opportunity to work on the robotic endoscope project. Thank you so much for your support and guidance. I would like to thank my mentor Ellen Yi Chen for her mentorship, support, and guidance throughout my thesis and research. Ellen has taught me how to become a better engineer and researcher. I have learned many invaluable lessons from her, both professionally and personally. I would like to thank the members of the BioInstrumentation Lab. Ashley, Ashin, Cathy, Geehoon, John, Kate, Mike, and Nick, it was a great pleasure getting to know you all. I would like to thank Rui Jin for his help and support throughout the writing of this thesis. I will truly miss the time we spent baking together. I would also like to thank Qian Long. Thank you for always being there for me. I would like to thank the people whom I have shared many happy memories with. Bryan, Emily, Kelly, Pon, Sharon, and Stephen, thank you for your friendship and support. Lastly, I would like to thank my Mom, Dad, and Brother for their love and encouragement. Thank you for believing in me. I would not have gotten this far without your support. 5 6 Contents Contents 7 List of Figures 9 1 Introduction 11 2 Background 15 2.1 Commercial Endoscope . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2.2 Snake Robot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 2.2.1 Design Architecture. . . . . . . . . . . . . . . . . . . . . . . . 17 2.2.2 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 2.3 3 Haptic Technology . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 2.3.1 Design of Haptic Devices . . . . . . . . . . . . . . . . . . . . 19 2.3.2 Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Multi-Link Endoscope Design 21 3.1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 3.1.1 Actuation Module . . . . . . . . . . . . . . . . . . . . . . . . . 21 3.1.2 Continuum Bending Section . . . . . . . . . . . . . . . . . . . 23 3.1.3 Modeling of a Single Endoscope Unit . . . . . . . . . . .. . . . 24 Electrical Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 3.2.1 Circuit Board Design . . . . . . . . . . . . . . . . . . . . . . . 25 3.2.2 Control Strategy . . . . . . . . . . . . . . . . . . . . . . . . . 28 3.2.3 Communication . . . . . . . . . . . . . . . . . . . . . . . . . . 29 3.2 Mechanical Design 7 4 3.3 Final Assembly . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 3.4 13 mm Diameter Endoscope Design ..... 31 3.5 Experimental Results . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 3.5.1 Endoscope Dynamics . . . . . . . . . . . . . . . . . . . . . . . 31 3.5.2 Multi-Link Endoscope Performance . . . . . . . . . . . . . . . 33 Haptic Controller Design 4.1 5 ................... 37 Mechanical Design ....... ............................ 4.1.1 Design Overview 4.1.2 Modeling of the Mechanical Component .... 38 ........................ . 38 ............ 4.2 Electronics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.3 Overview of System Apparatus 4.4 Control Strategy 4.5 39 . 41 . . . . . . . . . . . . . . . . . . . . . 42 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Experimental Results . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 4.5.1 Command Following . . . . . . . . . . . . . . . . . . . . . . . 45 4.5.2 Force Output with Controller On . . . . . . . . . . . . . . . . 46 4.5.3 Response to Obstacles . . . . . . . . . . . . . . . . . . . . . . 47 Conclusions and Recommendations 49 5.1 G oals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 5.2 Future Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Bibliography 53 8 1-1 Disposable Robotic Endoscope . . . 2-1 Image Formation in Rigid Endoscope . . . . . . . . 16 2-2 Commercial Endoscope . . . . . . . . . . . . . . . 17 2-3 Unified Snake Robot . . . . . . . . 18 2-4 Haptic Feedback Diagram . . . . . . . . 19 3-1 Motor Module . . . . . . . . . . . . . . . 22 3-2 Actuation Diagram..... . . . . . . . . 23 3-3 . List of Figures Bending Module . . . . . . . . . . . . . . 24 3-4 Force Diagram of Endoscope . . . . . . . . 25 . . . . . . . . . . . . . . . . . . . . 26 . . . . 12 Motherboard 3-6 Daughterboard . . . . . . . . . . . . . . . . . . . 27 3-7 Endoscope Control Strategy . . . . . . . . . . . . . . . . . . . . . . 28 3-8 Communication Architecture of the Multi-Link Endoscope . . . . . . 29 3-9 Final Assembly of the Multi-Link Endoscope . . . . . . . . . . . . . 30 . . . . . . . . . . . . . 31 . . . . . . . . . . . . . . . . 32 3-12 Normal Force at Endoscope Tip . . . . . . . . . . . . . . . . . . . 33 3-13 Results From Uncoiling Experiment..... . . . . . . . . . . . . . 35 3-14 Results From Follow-the-Leader Experiment . . . . . . . . . . . . . 36 . . . 3-5 . . . . . . . . 3-11 Closed-Loop Response of Endoscope . 3-10 13 mm Endoscope Unit Design Haptic Actuator . . . . . . . . . . . . . . . 39 4-2 Optical Encoder . . . . . . . . . . . . . . . 39 . . 4-1 9 Moment Diagram of Motor ........ . . . . . . . . . . . . . . . . . 40 4-4 Apparatus of Haptic System . . . . . . . . . . . . . . . . . . . . . . 42 4-5 Block Diagram of Haptic System . . . . . . . . . . . . . . . . . . . 43 4-6 Haptic User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . 44 4-7 Command Following of Haptic System . . . . . . . . . . . . . . . . . 45 4-8 Force output of Motor . . . . . . . . . . . . . . . . . . . . . . . . . 46 4-9 Obstacle Experiment I . . . . . . . . . . . . . . . . . . . . . . . . . 47 4-10 Obstacle Experiment II . . . . . . . . . . . . . . . . . . . . . . . . . 48 . . . . . . 4-3 10 Chapter 1 Introduction Flexible robotic endoscopy is an important field of research in medical instrumentation. This technology can be applied to colonoscopies as well as minimally invasive surgeries (MIS) and natural orifice transluminal surgeries (NOTES). It has the potential to help surgeons navigate to sites of interest and position tools during surgical procedures while reducing risk of perforations and abrasions. Most commercial endoscopes commonly used for procedures are hand-driven with long Bowden cables connecting the manipulator handles to the bending tip of the device. These cables are difficult to control due to variable friction and backlash. In addition, Bowden cables take up space in the non-bending sections of the endoscope, making it challenging to increase the number of bending axes. Hand-driven endoscopes can be improved by placing an actuation unit with small motors near the bending tip of the device [1] [2] [3] [4]. The BioInstrumentation Laboratory at MIT has developed a motorized endoscope using this principle. The motorized endoscope shows a significant reduction in cable friction and backlash, making control much easier [1][2][3][4]. Another approach to improving the endoscope is to repeat several bending units to make a hyper-redundant robot similar to a snake robot [6] [7] [8] [9]. This type of robot is good at navigating narrow, convoluted paths [8]. It can also generate its own 11 Turning Modules Motor Module Endoscope Body 10 mm Tip Module Figure 1-1: Robotic endoscope developed at the MIT BioInstrumentation Lab. Figure reproduced from [5]. propulsion as it traverses through the colon or makes its way to a targeted location during minimally invasive surgeries. A hyper-redundant endoscope is also capable of performing motions outside of simple bending such as direct translation along a surface, making procedures easier to complete for the surgeon [1]. As the number of bending units along the endoscope increases, it becomes increasingly difficult to control the device, thus it is important to have a proper path planning and ontrol interface to automate motions for the user. It is also important for the user to get an instant force response from the endoscope to prevent perforation. This thesis proposes using haptic sensing to provide this instant response. Haptic sensing is a promising technology that creates a virtual sense of touch for a user that is distant from the actual touch environment. The incorporation of haptic feedback into medical instruments restores the hand-eye coordination of a surgeon performing a remote procedure by providing immediate feedback. 12 This thesis outlines the design of a modular continuum robotic endoscope and the design of a single-axis haptic controller. This robotic endoscope is composed of multiple independent bending units. Each unit is 15 mm in diameter and contains its own actuation module, continuum bending section, and electronics for direction sensing and driving. Four short monofilament cables are enclosed in each unit to help the assembly achieve a full 360 deg rotation, thus eliminating the need for long Bowden cables. The single-axis haptic controller includes a 1:19 geared, back-drivable motor and two optical encoders for feedback. A commercial microcontroller board is used for data processing and to direct feedback for the haptic controller. The performance of both devices are tested and measured and the results are discussed in this thesis. The goals this thesis focuses on are: " Create a multi-link robotic endoscope similar to a snake robot. * Test coordinated motions on the multi-link endoscope. * Incorporate haptic feedback into interaction with the endoscope. " Achieve good synchronization between each component in the haptic interface. * Quantify force output of the haptic actuator. 13 14 Chapter 2 Background In order to design a better tool for endoscopy, it is important to understand the architecture of existing tools. This chapter discusses the design of commercial endoscopes, describes snake robots and introduces basic haptic technology and its application. 2.1 Commercial Endoscope Endoscopes are developed specifically for visual diagnostics and therapy. Most commercial endoscopes can be used to illuminate and examine hard-to-access areas inside the human body to facilitate diagnosis of hidden diseases [10]. The design architecture of most commercial endoscopes consists of a control handle and a long tube with a built-in imaging system [10][11]. There are two common types of commercial endoscopes: rigid endoscopes and flexible endoscopes. A rigid endoscope consists of a long metal tube attached to an observation channel [10]. Inside the metal tube, a series of prisms and lenses is used for image formation, transport, and magnification. The metal tube also contains a working channel for tool insertion, allowing surgeons to work in real-time [10]. Rigid endoscopes offer the best image quality and resolution [10]; however, it is difficult to use such devices to reach many areas inside the human body. 15 Figure 2-1: Diagram illustrating the image formation in a rigid endoscope. Figure reproduced from [10]. In contrast to rigid endoscopes, flexible endoscopes are more agile. A flexible endoscope consists of a long flexible tube with a short bending segment located at the tip [10]. Long Bowden cables are used to connect the control handles to the bending segment, allowing the surgeon to control the directional movement of the endoscopes distal end [10][11]. Flexible endoscopes utilize digital cameras or fiber optic bundles for imaging, thus eliminating the need for a rigid tubing. The working channel of a flexible endoscope is usually integrated [10]. A flexible endoscope allows for tool insertion, camera wire connection, as well as Bowden cable passage for controlling the bending tip. 16 Figure 2-2: Olympus GIF-H180 conventional endoscope. [11]. 2.2 Figure reproduced from Snake Robot Despite lacking rigid skeletons and extremities, snakes are capable of changing the shape of their body to perform a wide range of locomotion such as crawling, burrowing, climbing, and swimming [6]. Because of the snakes elongated form and lack of legs, it has a compact cross-section to length ratio which allows it to move into tiny holes and navigate through complex and convoluted paths [6]. 2.2.1 Design Architecture The design architecture of a snake is a simple structure repeated in a chain. Snakeinspired robots are constructed by chaining together multiple independent links to create a hyper-redundant structure [6][7][8][9], resulting in many degrees of freedom. Each link in the chain is typically equipped with an actuation unit and it can move independently. These links can be a rigid structure or a continuum structure or a combination of both depending on the final application[6] [9]. 17 The redundant design of the snake robot makes the device resistant to failure [6] [9]. When one of the links fails or is destroyed, the robot can continue to operate using the other links. Moreover, the simplicity of the snake robot design leads to a compact structure because there is not a fragile appendage that can be broken easily [6]. Figure 2-3: The Unified Snake Robot developed at Carnegie Mellon University. Figure reproduced from [9]. 2.2.2 Applications The locomotive flexibility of snake robots gives them an advantage to navigate in many diverse environments, including uneven ground, slopes, channels, and pipes [9]. This feature makes the robot most useful in tasks such as urban searches, rescue missions, and industrial inspections [6] [9]. The range of tasks the robot can accomplish depends on the size of the robot, which is usually dictated by the embedded actuation unit. With the recent innovation in the manufacturing of smaller and more powerful actuators, it is possible to make snake robots smaller, making it practical to apply them to the field of medical instrumentation. 18 2.3 Haptic Technology Haptics commonly refers to the form of interaction that only involves touching. Haptic technology takes advantage of the sense of touch by providing tactile feedback [12], including forces and vibrations to users in order to help them better realize distant or virtual environments, thereby enhancing their ability to control remote machines or devices. 2.3.1 Design of Haptic Devices Although haptic technology has undergone many generations of design architecture change, the basic theory of operation remains similar. When an external factor such as a user input or a sudden change in the environment of the object being controlled is detected by the system, an electrical stimulus is generated. This electrical stimulus will then trigger the actuator to generate a force back to the user. This force feedback path is what most haptic designs rely on. Sensor 1 Signalo Microcontroller I Sensor :N kH Rgltr HAtct Auao Figure 2-4: A simplified diagram for typical haptic feedback. There is a wide range of actuators that can be used in building a haptic system, including electromagnetic motors, electro-active polymers, piezoelectric and electrostatic actuators [13][14][15]. These actuators all have different working frequencies and force output limit [14], so it is critical to select the actuator that will complement the system being developed. 19 In addition to the traditional method of incorporating an actuator for force feedback, recent innovation in haptic technology enables a new technique called reverse electrovibration, also known as virtual touch, which allows the users to perceive the textures and contours of remote objects through manipulating the electrical field around the fingers of the user [15]. This electrical field is created by injecting a weak current on the user and the tactile feedback the user senses depends on the waveform, frequency, and amplitude of the input signal[15]. Besides reverse electrovibration, the latest haptic designs also include pressure sensing. The feedback experienced by the user is dependent on the amount of pressure he or she exerts on the sensor surface [16]. 2.3.2 Applications The application of haptic technology in commercial products is at a very matured stage, from personal computers, electronic displays, video game controllers, to mobile devices, the incorporation of haptics into these devices has greatly enhanced the user experience and interaction with the products. However, there are more possible applications of this technology beyond consumer goods. The applications of haptics in medicine are still being investigated by researchers across different institutes. From virtual reality medical simulation to design of haptic aided medical devices, haptic technology has shown potential to help increase clinical proficiency while decreasing medical errors and cost. 20 Chapter 3 Multi-Link Endoscope Design This chapter outlines the design of a multi-link continuum robotic endoscope comprising multiple bending units connected in series. The mechanical components, electronics, and communication protocol of each endoscope unit are designed to be modular so that the length of the entire endoscope can be easily modified by adding or removing extra units. Experiments are performed on a single endoscope unit as well as on the multi-link design and the results are included in this chapter. 3.1 Mechanical Design Each endoscope unit is 15 mm in diameter and contains its own actuation module and continuum bending section. Four short monofilament cables are enclosed in each unit to drive the system, thus eliminating the need for long Bowden cables. 3.1.1 Actuation Module The actuation module for each endoscope unit in the multi-link continuum design is modified from the motorized system developed at the MIT BioInstrumentation Laboratory for a modular disposable robotic endoscope [1][2][3]. 21 The new actuation module has a modified rotary-to-linear transmission mechanism which reduces assembly time and moves the tool passage closer to the center of the unit. Several critical features of the module such as height and location of the motor bearings are also modified to house a pair of 6 mm diameter gearmotors with a ratio of 1:136. These motors are different from the ones used in the original design in that they have taller gear boxes and built-in shafts, so it is critical to customize the actuation module to accommodate these changes. The final actuation module is 35 mm in length and 15 mm in diameter. Figure 3-1: CAD model (left) and 3D printed prototype (right) of the 15 mm actuation module. The 3D printed prototype is produced using stereolithography. The main components inside the actuation module are two miniature gearmotors and four monofilament cables. Each gearmotor has two cables wound in opposite directions about its shaft [2] [3]. When one of the cables is pulled by the motor, the other cable is released, causing the endoscope tip to bend [2] [3]. Each of the cardinal directions can be bent up to 180 deg and two motors acting in tandem allows the endoscope to achieve a full 360 in all directions [2][3]. 22 Monofilament Control Cable Turning Module 5 ~C m X Motor Tansmission Converter Gearbox 4? V Figure 3-2: Components of the motor actuation system developed at MIT Biolnstrumentation Lab (top) and the actuation module for each endoscope unit in the multi-link design (bottom). The actuation unit includes a built-in rotary-to-linear transmission mechanism that converts the rotary motion of the geared motors into linear motion in the two opposing cables. 3.1.2 Continuum Bending Section The earlier versions of robotic endoscope developed at the MIT BioInstrumentation Laboratory utilize turning modules that can freely rotate. This unrestricted rotation leads to undesired dynamics in the system, making it difficult to predict. The endoscope unit in the multi-link design incorporates a twisted-joint mechanism in the continuum bending section. Each turning module has a pair of small connectors added to its top and bottom surfaces. The twisted-joint mechanism increases the stiffness of the continuum bending section, so a higher-geared motor, such as the one discussed for the actuation module, is needed to drive the system. An extension spring with low stiffness is inserted through the 5 mm hole at the center of the continuum bending section to serve as a channel for tools and wires. 23 Figure 3-3: CAD model (left) and 3D printed prototype (right) of the 15 mm continuum bending section. The edges of each turning module are shaved off to achieve a greater bending angle. In the final assembly, the turning modules are held together by M1 screws. The 3D printed prototype is produced using stereolithography. 3.1.3 Modeling of a Single Endoscope Unit The architecture of the endoscope unit in the multi-link design is similar to the disposable robotic endoscope developed at the MIT BioInstrumentation Laboratory. Figure 3-4 shows a force diagram that has been created to model the disposable robotic endoscope. - L8 Dm + D, Lh V - KeN Rr KO - 13 - The full dynamics of the model is described by the following equation [2], (3.1) where Fxt is the force exerted by the endoscope tip, N is the gear ratio, Ke and Kt are motor constants, r is the radius of the motor shaft, R is the resistance of the motor, 0 is the angle of the motor shaft, K# is the spring force FK, Bf is the damping force FB, and J is the inertial force Fj [2]. 24 V011P DM I Fext II N Figure 3-4: Force diagram of the disposable robotic endoscope developed at MIT. Figure reproduced from [2]. The endoscope unit in the multi-link design incorporates motors with higher gearing and different turning module architecture. The new motors used in the actuation module are not backdrivable, therefore the system does not have any spring force or damping force. The twist-joint mechanism implemented for the bending section restricts rotation. The dynamic equation for the new model can be modified from Equation 3.1 [2], 1 V -KeO/N Rr Fext = - (N)Ke- 0 3.2 -cK J4. (3.2) Electrical Design Each endoscope unit contains its own electronics for direction sensing, driving, and communication with the motherboard. The electrical design can be broken down into 3 main categories: printed circuit board design, control strategy, and communication method. 3.2.1 Circuit Board Design The framework of the electronics architecture for the multi-link robotic endoscope is adapted from what has been used in the disposable robotic endoscope project at the 25 MIT BioInstrumentation Laboratory, but the layout of the printed circuit boards is different from the original and new circuit elements are added to the board design. The electronics consist of a motherboard located outside of the robot and 7 daughterboards, each of which is located on the actuation module of the respective endoscope unit. The motherboard contains a STM32F1-series microcontroller [20] to communicate with all the daughterboards via serial peripheral interface (SPI) and a FTDI chip [21] for data transmission with the computer. The motherboard also supplies power to all the electronics. E E 36 mm Figure 3-5: Layout of the motherboard (left) and the actual populated board (right). The motherboard is a four-layer board with circuit elements only on the top layer. 26 Each daughterboard contains a STM32F1-series microcontroller [20] to communicate with the motherboard, two small H-bridge motor drivers [22] that can output up to 5 V, and an Invense MPU-6000 MEMS gyroscope and accelerometer [23]. Back Front I E E 10 mm Figure 3-6: Layout of the daughterboard (left) and the actual populated board (right). The daughterboard is a compact four-layer board with circuit elements on both the top and bottom layers. 27 3.2.2 Control Strategy A closed-loop controller is implemented to control the desired bending angle of the endoscope unit in both directions. This controller takes in the error signal between the desired angle and actual angle of the endoscope as input, feeds it through a proportional-integral-derivative controller and performs a dead band compensation on the result. The controller then converts the compensated value into a PWM signal that is sent to the H-bridge motor driver. dDead band Comp. D(s) Plant P(s) Figure 3-7: Control overview of each endoscope unit. The transfer function for the controller can be derived from the above simplified diagram, 0e(s) = {[Od(s) - Oe(s)][Kp + I(s) + D(s)] + C(s)}P(s). (3.3) Rearranging the above equation, we can obtain the transfer function for Oe(s), - [Kp + I(s) + D(s)]P(s)Od(s) 1 + [(Kp + I(s) + D(s)]P(s) P(s)C(s) 1 + [(Kp + I(s) + D(s)]P(s) (3.4) ( e(s) The proportional, integral, and derivative gains used in the controller are 65, 10, and 0 respectively. The value for the dead band compensation is experimentally determined to be 0.8 V. 28 3.2.3 Communication The motherboard communicates with the daughterboards in the chain through SPI with all daughterboards sharing the same data bus. When the motherboard sends commands down the SPI line, it always starts with a unique ID number that represents each daughterboard. This ID number is a cue for the daughterboard to report their integrated angle data and carry out different actions. Since the angle of each endoscope unit is determined relative to its position with the previous unit. The motherboard also passes along the angle data from the previous unit in the chain to the current unit. The overall communication architecture is shown in Figure 3-8. Daughterboards Camera M ,, 5 4 Motherboard Command Daughterboard Response Figure 3-8: Overview of the communication architecture for the multi-link continuum robotic endoscope. Figure modified from [1]. 29 3.3 Final Assembly The multi-link design discussed in this chapter is modular. Each endoscope unit is independent and multiple units can be easily put together to resemble a hyperredundant robot as shown in Figure 3-9. The final assembly includes 7 endoscope units, has a mass of 157 g, is approximately 0.91 m long and 15 mm in diameter. The actuation modules and turning modules in the continuum bending section are produced using stereolithography and the assembly is held together by M1 screws. Wires for power and communication go through an extension spring inserted through the 5 mm hole at the center of the continuum bending section and the actuation module. -- - Motherboard Connector Distal Tip 50 mm Segment Connector Motor Module Front Motor Module Back X Motor Y Motor Tool Channel Transmission Gearbox '1-- mm Daughterboard Control Cables Turning Modules Figure 3-9: Final assembly of the multi-link continuum robotic endoscope. Figure modified from [1]. 30 3.4 13 mm Diameter Endoscope Design The final diameter of the multi-link design is 15 mm without the outer sheath, which is bigger than many conventional endoscopes. To improve the usability of the robot, a 13 mm diameter model is proposed. The CAD model and the printed circuit board design for the 13 mm diameter endoscope unit is shown in Figure 3-10. 013mm (7x27)mm2 Figure 3-10: The design of an endoscope unit a diameter of 13 mm and the corresponding PCB layout of the daughterboard. 3.5 Experimental Results The closed-loop response of a single endoscope unit and its normal force at tip are measured. The performance of the multi-link endoscope design is tested using paths generated for planned motions and the results are compared with simulation data. 3.5.1 Endoscope Dynamics Closed loop dynamics of a single endoscope unit are investigated. Each endoscope unit needs to be able to reject external disturbance in order to achieve accurate control of the system. In this experiment, the endoscope is commanded to positive 90 deg, then to negative 90 deg. Then, external disturbance is introduced to the system 31 when the endoscope has reached its final destination. - X Angle - Y Angle Y Input X Input 120 80 M, 7FW Co 40 0 -40 -80 I IffI - So -120 0 5 y 10 15 20 25 30 Time (s) -X Voltage -Y Voltage 4 2 -4 0 I i 5 10 I 15 I I 20 25 30 Time (s) Figure 3-11: The closed-loop response to a command in a single bending axis, and disturbance rejection capabilities (top). The corresponding voltage plot is also shown (bottom). 32 The normal tip force exerted by the endoscope is measured by holding the first turning module in the continuum bending section fixed. The endoscope is then commanded to turn to different angles and the forces against the tip at these angles are measured. Results from this experiment are included in Figure 3-12. 0.05 0L. 0.04 0.03 ~ . 0.02 I -u 0.01 0 0 - z 0 80 40 120 160 Angle (deg) Figure 3-12: Normal tip force as a function of bending angle. 3.5.2 Multi-Link Endoscope Performance The final multi-link assembly has 14 degrees of freedom, 2 from each endoscope unit, so it is capable of performing motions outside of simple bending. For the multi-link design, two coordinated paths, uncoiling and follow-the-leader, are generated using incremental waypoints and the experimental results are compared with simulation data. In each experiment, the endoscope is tested on a metal table covered with a thin teflon sheet to reduce friction. White circular obstacles are placed on the metal table to create the path. Due to the mass of the conjoining endoscope units, the bending speed of the robot is much slower than a single unit. Bending speed varies depending on the location of the endoscope unit along the chain and ranges from 35 deg/s to 200 deg/s. 33 The uncoiling motion can be used for inserting the endoscope into the human body and obtaining lateral scans of the colon walls [1]. The experimental data from the uncoiling motion are shown in Figure 3-13. The desired angles are generally achieved by the endoscope units but sometimes the error can be as large as 30 to 40 deg. This is due to external friction and the varying load at the tip of each endoscope which prevent the robot from achieving the exact position. Despite deviating from the desired angle at the beginning, the robot eventually catches up and achieves the desired configuration. Another set of motions that moves each unit back and forth for 10 deg about the center is added to straighten the robot. The follow-the-leader motion can be used for navigating convoluted paths such as the human colon [1]. Due to redundancy of the multi-link design, the robot is able to avoid colon walls during procedure. The experimental data from follow-the-leader motion in a phantom colon are shown in Figure 3-14. The phantom colon used in the setup is constructed using white obstacles. During the experiment, the robot is inserted by hand at a constant speed. The large errors shown in the graph is due to the fact the all endoscope units not within the path have their controller turned off. Overall, the robot does a good job of replicating the desired shape without making much physical contact with the surrounding wall. 34 -Unit 1 -Unit 2 -Unit 4 -Unit 3 -Unit 6 5 -Unit Unit 7 200 150 L 100 C' 50 C' 0 To wz~ ----- -50 -100 -150 -200 15 10 5 0 Time (s) Simulation of Path Plan N 1000f 1000; 1000 10001 800 800 800 8001 600' 600 600 600 400, 4001 400! 4001 2001 200k - 200 x (mm) 200 0 x (mm) 20 0 0 200 0 200 x (mm) j x (mm) Experiment Figure 3-13: Real time data from the uncoiling experiment (top), simulation data (middle), and snapshot from video recording (bottom). Figure modified from [1]. 35 -Uniti -Unit 100 2 -Unit 3 -Unit 4 -Unit 5 -Unit 6 Unit 7 75 _cF-- 50 25 0 C -25 110 _ _ A- N F1- -W-e - -50 -75 -100 0 5 10 15 20 25 Time (s) Simulation of Path Plan 500 500 400, 400 Transcending 300 200, 100 300 Ascending Cecum Descending Sig 10 0 -100- 0 Rectumf -200 0 x (mm) 200 200 100 400 400 300 300, 200 200 100 100 -200 0 x (mm) 20 0 0 -100 -200 0 200 -100 x (mm) 20 0 x (mm) Experiment Figure 3-14: Real time data from the follow-the-leader experiment (top), simulation data (middle), and snapshot from video recording (bottom). Figure modified from [1]. 36 Chapter 4 Haptic Controller Design The current endoscope prototype shows potential for reducing stress and damage to colon during surgeries, but these benefits will be difficult to realize without a specialized feedback control platform at surgeons end. Unlike open surgeries, procedures involving the use of long tools, such as an endoscope, deprive surgeons of their depth perception and sense of touch. In order to restore hand-eye coordination during surgeries, a controller with built-in haptic feedback is proposed. This chapter outlines the design of a single-axis haptic controller that supplements the multi-link robotic endoscope discussed earlier. The performance of the haptic controller is tested with one endoscope unit, and the results are included in this section. The system allows the user to control the turn angle of an endoscope unit by turning an associated but mechanically uncoupled control handle. An optical encoder and associated electronics sense the user input and command the endoscope motion. The resulting endoscope turn angle is fed back and controls the rotation of a haptic feedback motor. An optical encoder and associated electronics keep the rotation of the haptic feedback motor in sync with the turn angle of the endoscope. The motor is loosely coupled to the control handle to provide the user with haptic feedback. For example, if the user input is greater than the current turn angle of the endoscope, 37 the haptic feedback motor provides torque opposing the user input. 4.1 Mechanical Design The mechanical components of the haptic controller include a Pololu 1:19 geared, back-drivable motor [24] and two Avago HEDS 3-channel optical encoders [25] with 500 counts per revolution (CPR) for feedback. The finished device is mounted on a 6 mm thick acrylic structure and elevated above the ground using pre-cut MK components. 4.1.1 Design Overview The mechanical design of the haptic controller can be broken down into two parts: the user driving system and the motor feedback system. Customized mounting plates are designed and fabricated to hold the two systems together.The encoder for reading user input is attached to the shaft of the control handle under the top mounting plate, and the encoder for reading motor position is attached to the shaft of the motor on the bottom mounting plate. A soft coupling made of 3 mm-thick heat shrink tubing is used to hold the control shaft and the motor shaft together. Due to the low stiffness of the thick-walled heat shrink, pins are inserted through both shafts and the coupling to reinforce the connection. A backdrivable, geared motor as shown in Figure 4-1 is chosen for the haptic feedback motor because of its relatively low rotational speed and high torque output. However, the additional gearing causes some undesired dynamics in the system. When the user turns the control handle, a higher initial torque is required to overcome the static friction of the gearbox. The same problem occurs when the user reverses the direction of the control handle. The performance of the haptic controller depends on how well the encoders are aligned about the control shaft and the motor shaft. When adjusting the height of the encoder 38 disk, it is important to keep the disk at approximately the center of the optical device. To achieve this precise alignment, a special tool made from a 6 mm thick acrylic sheet is used. Figure 4-1: Pololu Geared motor used in the haptic device. Figure reproduced from [17]. Figure 4-2: Avago encoder used in the haptic device. Figure reproduced from [18]. 4.1.2 Modeling of the Mechanical Component In order to better implement control strategies on the haptic device, it is important to understand the dynamics of the mechanical component. Figure 4-3 illustrates the moment diagram of the system. Using basic motor dynamics, the torque outputted by the motor at its shaft can be calculated, e= KeOI = V -iIR 39 (4.1) Gout TM,GM R V e Figure 4-3: Moment diagram of the haptic component. Rearrange the variables to get, V - KeM/N (4.2) R Motor torque is proportional to the input current with constant Kt, V - KeOM/N) R R . Tm = NKti = Kt( (4.3) By balancing all the torque contributions, the dynamic equation of the system can be derived, Z T = TM + B(OM - Oout) + K(OM * _ V JOut + Bbout + KO0 ut = NKt( V Oout) - J Out, (4.4) -KeOM/N) R + BOM + KOM. (4.5) Assume that the input voltage is 0 V. By rearranging the dynamic equation, the transfer function of the system is obtained, OOt (s) (B - KtKc)s + K OM(s) Js2 +Bs+K At steady state, the motor angle Om will be the same as the user angle 0 out. 40 (4.6) 4.2 Electronics The implementation of haptic feedback adds multiple new elements to the overall system. The current motherboard design is not able to provide enough input/output ports to support communication between these new elements, so a commercial microcontroller board, the STM32F3 Discovery Board [26], is used to replace the custom motherboard for data processing and to direct feedback of the haptic controller. Since this commercial board does not have built-in serial data communication capability, a FTDI board [21] is added to the system to support data transmission with the computer. In addition, a full-bridge motor driver [27] that can take in PWM signal from the microcontroller board and output up to 36 V is used to run the haptic feedback motor. 41 4.3 Overview of System Apparatus The final setup of the system includes the haptic controller, a mounting board that includes all the electronics, and two endoscope units are shown in Figure 4-4. The setup is placed on a metal table covered with a thin teflon sheet to reduce friction between the endoscope units and the contact surface. A block diagram that summarizes the interaction between each components is shown in Figure 4-5. H-Bridge Motor Driver Serial Data Transmission 9I Endoscope IP A Figure 4-4: Apparatus for haptic experiments. 42 Mechanical User Electronics Input Serial Data Input Shaft FTDI Board Encoderl Computer ( interface Program) Rx/Tx Encoder 1 Signal .. 3 .. :STM32F End16osc11%ope Encoder 2 Signal 1PWM Encoder 2 Motor . -- -- Voltage Motor Driver icommand Figure 4-5: An overview of the different components in the haptic apparatus. 43 4.4 Control Strategy A closed-loop controller with multiple inputs and outputs is generated to direct force feedback to the user. The controller takes in angle input from the user and sends the command to the selected endoscope unit; at the same time, the controller takes in the endoscope angle as input and sends it to the haptic motor. The three positions: user angle, endoscope angle, and motor angle are constantly matched with each other. An overview of the haptic interface is shown in Figure 4-6. The dynamics of the endoscope and the haptic controller are described in the earlier sections. I1 Control Handle Desired Endoscope Angle Encoderl Endoscope Controller Endoscope Dynamics Soft Coupling EncoderMotor Encoder 2IMeasured Hpi Angle Haptic Motor Control Motor Controller Measured _ Desired Haptic Motor Angle Endoscope Angle Figure 4-6: Haptic user interface controller. 44 4.5 Experimental Results The command-following ability of the haptic device is tested and the closed-loop force output of the haptic motor is measured. The performance of the controller under the presence of obstacles is also investigated. 4.5.1 Command Following With the haptic controller, the user can command the endoscope to turn to any angle between negative 180 deg and positive 180 deg. When the input angle is outside of this range, the endoscope will hold its desired position at the limit, which will then cause the motor to provide immediate feedback, warning the user that the robot can not be bent beyond this point. Overall, the command-following ability of the haptic controller is adequate, as shown in Figure 4-7. The errors between the user input angle, the endoscope angle, and the motor angle are generally less than 5 deg. The time delay between the user input and the endoscope response is approximately 0.15 s. The time delay between the endoscope input and the haptic motor response is approximately 0.2 s. -Endoscope -User -Motor 80 60 40 20 Ll/P 0 C-20 4-40 -60 -80 0 10 5 15 Time (s) Figure 4-7: Command following ability of the haptic system. 45 4.5.2 Force Output with Controller On The force outputted by the haptic motor is measured at different angle with the closed-loop controller turn on and the results are shown in Figure 4-8. The values plotted on the x-axis is the angle difference between the user input angle and the motor angle. -4-2V -U-4V -SV 5 4 U L 2 0 " 1 I 0 10 20 I I I I 30 40 50 60 70 80 Angle (deg) Figure 4-8: Motor force output as a function of angle at 2V, 4V, and 5V. 46 4.5.3 Response to Obstacles Under the presence of obstacles, the angle position of the endoscope becomes constant. Since the haptic motor constantly matches its position with the endoscope, when the endoscope gets stuck, the haptic motor seeks to remain at that position. When user tries to turn the control handle beyond the locking position, force feedback from the motor is directed to the user. Figure 4-9 shows the experimental data under the presence of obstacle. The large angle difference between the user input and motor position is due to the dynamics of the soft coupling. Because of the low stiffness of the coupling, user is able to turn the control handle beyond the limit. Once the user releases the handle, the driving shaft returns to a position that matches the haptic motor. -Endoscope -User -Motor 120 I Control Handle 100 tX -o is Released 80 60 40 ==== 20 0 0 5 10 15 Time (s) Figure 4-9: Real time data of the endoscope under the presence of obstacle. The control handle is later released by the user. A similar experiment in which the obstacle is removed from the path of the endoscope is performed. Upon being released from the obstacle, the endoscope continues the command inputted by the user. 47 -User -Endoscope -Motor 80 60 40 20 GJ Obstacle is 0 ====--giRemoved -20 -40 -60 I~Il -80 0 5 10 15 Time (sec) Figure 4-10: Real time data of the endoscope under the presence of obstacle. The obstacle is later removed from the path. 48 Chapter 5 Conclusions and Recommendations The multi-link robotic endoscope design presented in this thesis is modular such that the length of the endoscope can be easily modified for different applications. The final prototype contains 7 endoscope units, has a mass of 157 g, is 0.91 m long and 15 mm in diameter. Each endoscope unit contributes 2 degrees of freedom to the robot, and altogether, the current design has 14 degrees of freedom and is capable of navigating through convoluted paths while minimizing physical contact with the surrounding wall. Experiments performed on a single endoscope unit show that the robot has good command-following ability and it is able to reject external disturbances. The coordinated-motion experiments performed on the multi-link prototype shows that with proper planning, it is possible to automate many functions using this design architecture to simplify surgical procedure in the near future. The single-axis haptic controller designed to drive the robot consists of a user-driving system and a motor-feedback system connected together using a soft coupling. A closed-loop controller with multiple inputs and multiple outputs is implemented in the haptic interface in order to achieve desired force feedback. Experimental results show that the haptic controller has good command-following ability and is able to provide force feedback of up to 4.6 N with a 5 V input to the user during operation. However, due to the high gearing ratio of the motor used in the controller, the system exhibits some undesired dynamics that affects the performance of the haptic feedback. 49 5.1 Goals The original goals of this thesis and the results are listed below. " Create a multi-link robotic endoscope similar to a snake robot. The finished prototype consists of independent motorized endoscope units and the length can be easily modified by adding or removing the units. " Test coordinated motions on the multi-link endoscope. The multi-link endoscope is able to maintain desired angles generated for the coordinated motions and the final configuration closely matches the desired shape. * Incorporate haptic feedback into interaction with the endoscope. The haptic controller is able detect obstacles and provide feedback to the user. " Achieve good synchronization between each component in the haptic interface. The time delay between the user input angle, endoscope angle, and haptic motor angle is less than 0.2 s. " Quantify force output of the haptic actuator. The motor is able to provide a force feedback of up to 4.6 N with a 5 V input. 5.2 Future Work Future work for this project includes: " Investigate additional coordinated motions. Automated functions will make procedures easier to complete for the surgeon and reduce the amount of time needed per procedure. * Reduce the endoscope diameter to 13 mm. The current prototype has a diameter of 15 mm without the outer sheath. This is larger than many commercial endoscopes and not practical for actual surgical procedures. 50 * Use a motor with lower gear ratio in the haptic controller. This is to reduce the undesired dynamics arising from the static friction in the motor gearbox. * Expand the haptic controller to drive both axes of the endoscope. 51 52 Bibliography [1] Y. Chen, J. Liang, and I. W. 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